Business Segment: Personal & Private Banking
To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the client within product and legislative (e.g., FAIS) parameters.
Qualifications
Minimum Qualifications
- National Certificate in Banking (NQF5 FAIS recognised qualification)
Experience
- Branch Operations
- 1-2 years Relevant FAIS qualification and experience. If no FAIS experience, would then need to operate under supervision.
- Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Additional Information
- Generating Ideas
- Exploring Possibilities
- Providing Insights
- Adopting Practical Approaches
- Banking Process & Procedures
- Client Acceptance & Review
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